Office Assistant Management Specialist
Resume:
Dependable Office Assistant with good supply management, recordkeeping and schedule coordination skills dedicated to keeping professionals focused and prepared for daily requirements. Produce business correspondence, detailed reports and useful spreadsheets using diverse software programs and technical skills. Respectful, punctual and hardworking.
Work History
2021-11- 2022-10
2018-07 - 2021-10
Client/Office Manager
Wymer Wealth Management, Kent, OH
●Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
●Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
●Securing stocks and bonds and establishing progressive savings accounts
●Moving money from accounts per industry and federal regulations
●Preparing financial documents, such as income projections and investment reports
●Maintaining compliance with all rules and regulations in the financial industry
●Identifying and pursuing potential clients to maintain a strong client base
Office Assistant
Summa Health At Home, Akron, OH
●Managed and established supply policies, plans and procedures to identify inefficiencies and problems impacting logistics operations and supply accountability.
●Developed spreadsheet for supplies to be tracked and reorder with ease.
●Decreased spending on supplies by 30%.
●Developed BPCI/Care Calls with FA and reports to ensure proper care of patients
●Train new hires how to order thru McKesson. Ongoing assistance for clinicians and ordering thru McKesson's website
●Approve NVA and PTO for clinicians in HCHB and other internal reports.
●Manage on call schedule for clinicians.
2016-02 - 2018-06
Diabetic Care Coordinator
Edwards Health Care Services, Hudson, OH
●Managed filing systems for electronic and hard copy documents to keep organized records.
●Kept projects on schedule by managing deadlines and adjusting workflows as needed.
●Maintained accurate, current and compliant financial records by monitoring and addressing variances.
●Received and responded to customer requests via letter, email, telephone and in-person approaches.
●Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
2012-03 - 2014-12
Risk Management Specialist
Allstate, Hudson, Ohio
●Performed in-depth research and investigations and recommended strategies to resolve problems and prevent further concerns.
●Managed and developed a new process within RMBC, to ensure better decision making when writing policy.
●Trained staff in risk management policies and monitored compliance to control company liability.
●Taught employees how to control risks at the front line, including how to interpret and apply sound policies.
●Assisted with minimizing risk exposure by reviewing claim validity and viability against coverage standards.
●Kept operations in line with government regulations by carefully checking documentation.
Education
2005-10 - 2008-07
Associate of Applied Science: Paralegal Studies
Brown Mackie College - Akron, Ohio
Sonya Costner
Office Assistant
Contact
Address
307 E Park Blvd. Akron, OH 44305
Phone
***************@*****.***
Skills
Spreadsheet management
Employee training and development
Administrative support
Scheduling
Business administration
Staff Management
Project Management
Office administration
Office management
Project planning
.
Contact this candidate